We are live on ! Find out more
VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $10.2B
1-Year Est. Return 34.45%
This Fund
S&P 500
This Quarter Est. Return
+15.09%
1 Year Est. Return
+34.45%
3 Year Est. Return
+115.18%
5 Year Est. Return
+162.91%
10 Year Est. Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.22B
Cap. Flow %
13.81%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,370
Reduced
347
Closed
109

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$91M
2
NVDA icon
NVIDIA
NVDA
+$68M
3
AAPL icon
Apple
AAPL
+$44M
4
AMZN icon
Amazon
AMZN
+$39.4M
5
AVGO icon
Broadcom
AVGO
+$32.2M

Top Sells

Rank Stock Value
1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$2.83M
3
CVX icon
Chevron
CVX
+$1.54M
4
X
US Steel
X
+$1.1M
5
IYW icon
iShares US Technology ETF
IYW
+$1.1M

Sector Composition

Rank Sector Weight
1 Technology 32.75%
2 Financials 14.43%
3 Consumer Discretionary 10.16%
4 Healthcare 9.26%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBHT icon
726
JB Hunt Transport Services
JBHT
$25.5B
$1.35M 0.02%
9,402
-333
-3% -$46.1K
LAD icon
727
Lithia Motors
LAD
$8.47B
$1.35M 0.02%
3,990
+351
+10% +$109K
BALL icon
728
Ball Corp
BALL
$17.3B
$1.35M 0.02%
24,022
+99
+0.4% +$5.17K
NVMI
729
Nova
NVMI
$12.4B
$1.35M 0.02%
4,896
+442
+10% +$89.9K
IHG icon
730
InterContinental Hotels
IHG
$23.9B
$1.35M 0.02%
11,533
+1,281
+12% +$144K
MNDY icon
731
monday.com
MNDY
$3.68B
$1.34M 0.02%
4,182
+1,224
+41% +$341K
KD icon
732
Kyndryl
KD
$2.99B
$1.34M 0.02%
31,905
+2,769
+10% +$100K
EMBJ
733
Embraer S.A. ADS
EMBJ
$12.2B
$1.34M 0.02%
23,459
+690
+3% +$32.6K
HII icon
734
Huntington Ingalls Industries
HII
$12.9B
$1.33M 0.02%
5,504
+702
+15% +$157K
JEF icon
735
Jefferies Financial Group
JEF
$12.6B
$1.33M 0.02%
24,274
+2,686
+12% +$133K
ACI icon
736
Albertsons Companies
ACI
$5.62B
$1.33M 0.02%
61,611
+8,293
+16% +$180K
ROKU icon
737
Roku
ROKU
$21.5B
$1.32M 0.01%
15,070
+2,643
+21% +$185K
CPT icon
738
Camden Property Trust
CPT
$11B
$1.32M 0.01%
11,718
+708
+6% +$81.7K
CRS icon
739
Carpenter Technology
CRS
$25.8B
$1.32M 0.01%
4,758
+1,232
+35% +$269K
AN icon
740
AutoNation
AN
$7.11B
$1.31M 0.01%
6,619
+427
+7% +$77.1K
LVS icon
741
Las Vegas Sands
LVS
$31.7B
$1.31M 0.01%
30,075
-3,974
-12% -$155K
RNR icon
742
RenaissanceRe
RNR
$13.3B
$1.31M 0.01%
5,375
+511
+11% +$124K
MGK icon
743
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.5B
$1.3M 0.01%
17,740
-190
-1% -$12.5K
ADC icon
744
Agree Realty
ADC
$9.34B
$1.3M 0.01%
17,812
+1,652
+10% +$124K
SPSC icon
745
SPS Commerce
SPSC
$2.64B
$1.3M 0.01%
9,550
+2,890
+43% +$401K
KNSL icon
746
Kinsale Capital Group
KNSL
$8.12B
$1.3M 0.01%
2,684
+190
+8% +$88.6K
DFAC icon
747
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$1.3M 0.01%
36,213
-1
-0% -$33
CBZ icon
748
CBIZ
CBZ
$2.99B
$1.29M 0.01%
17,993
+10,754
+149% +$778K
CR icon
749
Crane Co
CR
$12.3B
$1.29M 0.01%
6,794
+862
+15% +$143K
NTNX icon
750
Nutanix
NTNX
$16B
$1.29M 0.01%
16,874
+692
+4% +$49.8K
28 29
30
31 32

Similar funds

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
IIM
INTECH Investment Management West Palm Beach, Florida $10.2B AUM 28.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Vanguard Personalized Indexing Management's Q2 2025 Portfolio in Review

As of Q2 2025, Vanguard Personalized Indexing Management held 2,054 positions worth $8.86B, up 31% from $6.78B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Vanguard Personalized Indexing Management deployed $1.22B of net new capital in Q2 2025, opening 215 new positions and adding to 1,370 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Total World Stock ETF, an estimated $2.83M trimmed.

  • Vanguard Personalized Indexing Management's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 128,038 shares worth $6.33M.
  • Vanguard Personalized Indexing Management added most to Microsoft in Q2 2025, an estimated $91M increase.
  • Vanguard Personalized Indexing Management's biggest Q2 2025 reduction was Vanguard Total World Stock ETF, cutting an estimated $2.83M.
  • Vanguard Personalized Indexing Management fully exited Discover Financial Services in Q2 2025, selling an estimated $6.47M.
  • Vanguard Personalized Indexing Management's ten largest holdings make up 31% of its $8.86B portfolio in Q2 2025.
  • Vanguard Personalized Indexing Management opened 215 new positions and closed 109 in Q2 2025.
  • Vanguard Personalized Indexing Management's portfolio value rose 31% quarter-over-quarter to $8.86B.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2025, filed 25 Jul 2025.